To The Moon
Home
News
TigerAI
Log In
Sign Up
handsome800
+Follow
Posts · 83
Posts · 83
Following · 0
Following · 0
Followers · 0
Followers · 0
handsome800
handsome800
·
2023-10-26
Hi, how is the weather now
看
4.85K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
handsome800
handsome800
·
2023-08-12
Hi,hello,happy birthday
看
4.86K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
handsome800
handsome800
·
2022-09-16
$理想汽车(LI)$
看
5.80K
回复
1
点赞
2
编组 21备份 2
Share
Report
handsome800
handsome800
·
2022-09-16
$伯克希尔(BRK.A)$
看
4.61K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
handsome800
handsome800
·
2022-09-16
Ok
Nvidia and Amazon saw their shares cut by more than 40%! Analysts lowered their third-quarter earnings forecasts for US stocks.
眼下距离下一个美股财报季已经不远。鉴于通胀高企、经济放缓等宏观不利因素,分析师下调了对第三季度企业盈利的预期,像英伟达和亚马逊这样的科技公司调降幅度尤为明显。据Barron's,瑞士信贷的数据显示,分
Nvidia and Amazon saw their shares cut by more than 40%! Analysts lowered their third-quarter earnings forecasts for US stocks.
看
6.11K
回复
1
点赞
1
编组 21备份 2
Share
Report
handsome800
handsome800
·
2022-06-13
Hi
US anti-epidemic concept stocks fell lower, Novavax Pharmaceuticals fell more than 10%
6月13日,美国抗疫概念股多数走低,诺瓦瓦克斯医药跌超10%,Moderna跌近7%,BioNTech SE跌超4%,辉瑞跌近3%。
US anti-epidemic concept stocks fell lower, Novavax Pharmaceuticals fell more than 10%
看
4.47K
回复
Comment
点赞
1
编组 21备份 2
Share
Report
handsome800
handsome800
·
2022-04-15
$中国恒大(03333)$
???
看
5.91K
回复
Comment
点赞
3
编组 21备份 2
Share
Report
handsome800
handsome800
·
2022-04-14
$大全新能源(DQ)$
hhaha
看
4.72K
回复
Comment
点赞
1
编组 21备份 2
Share
Report
handsome800
handsome800
·
2022-03-07
Hi
Old ginger is still the spiciest! With oil prices soaring, Buffett made a large purchase of oil companies.
被巴菲特“重拾”的石油股,本周大涨45%。
Old ginger is still the spiciest! With oil prices soaring, Buffett made a large purchase of oil companies.
看
6.04K
回复
Comment
点赞
3
编组 21备份 2
Share
Report
Load more
Most Discussed
{"i18n":{"language":"en_US"},"isCurrentUser":false,"userPageInfo":{"id":"3582537454525168","uuid":"3582537454525168","gmtCreate":1619770563435,"gmtModify":1619770563435,"name":"handsome800","pinyin":"handsome800","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":25,"tweetSize":83,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.06.09","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":21,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":234328447356936,"gmtCreate":1698254906527,"gmtModify":1698254910702,"author":{"id":"3582537454525168","authorId":"3582537454525168","name":"handsome800","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582537454525168","idStr":"3582537454525168"},"themes":[],"title":"","htmlText":"Hi, how is the weather now ","listText":"Hi, how is the weather now ","text":"Hi, how is the weather now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234328447356936","isVote":1,"tweetType":1,"viewCount":4853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":207995773788296,"gmtCreate":1691804053025,"gmtModify":1691804058021,"author":{"id":"3582537454525168","authorId":"3582537454525168","name":"handsome800","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582537454525168","idStr":"3582537454525168"},"themes":[],"title":"","htmlText":"Hi,hello,happy birthday ","listText":"Hi,hello,happy birthday ","text":"Hi,hello,happy birthday","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/207995773788296","isVote":1,"tweetType":1,"viewCount":4864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937098150,"gmtCreate":1663314832073,"gmtModify":1676537250806,"author":{"id":"3582537454525168","authorId":"3582537454525168","name":"handsome800","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582537454525168","idStr":"3582537454525168"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/LI\">$理想汽车(LI)$</a>","listText":"<a href=\"https://ttm.financial/S/LI\">$理想汽车(LI)$</a>","text":"$理想汽车(LI)$","images":[{"img":"https://community-static.tradeup.com/news/87a5905326f5f0ce673f71dca742748d","width":"1440","height":"2861"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9937098150","isVote":1,"tweetType":1,"viewCount":5801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9937098375,"gmtCreate":1663314803498,"gmtModify":1676537250804,"author":{"id":"3582537454525168","authorId":"3582537454525168","name":"handsome800","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582537454525168","idStr":"3582537454525168"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/BRK.A\">$伯克希尔(BRK.A)$</a>","listText":"<a href=\"https://ttm.financial/S/BRK.A\">$伯克希尔(BRK.A)$</a>","text":"$伯克希尔(BRK.A)$","images":[{"img":"https://community-static.tradeup.com/news/94b584239cdaaf73ace353374fb9aa52","width":"1440","height":"2931"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9937098375","isVote":1,"tweetType":1,"viewCount":4606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9934538060,"gmtCreate":1663281993851,"gmtModify":1676537240867,"author":{"id":"3582537454525168","authorId":"3582537454525168","name":"handsome800","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582537454525168","idStr":"3582537454525168"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9934538060","repostId":"1180801556","repostType":4,"repost":{"id":"1180801556","kind":"news","pubTimestamp":1663246147,"share":"https://ttm.financial/m/news/1180801556?lang=en_US&edition=fundamental","pubTime":"2022-09-15 20:49","market":"us","language":"zh","title":"Nvidia and Amazon saw their shares cut by more than 40%! Analysts lowered their third-quarter earnings forecasts for US stocks.","url":"https://stock-news.laohu8.com/highlight/detail?id=1180801556","media":"Wind资讯","summary":"眼下距离下一个美股财报季已经不远。鉴于通胀高企、经济放缓等宏观不利因素,分析师下调了对第三季度企业盈利的预期,像英伟达和亚马逊这样的科技公司调降幅度尤为明显。据Barron's,瑞士信贷的数据显示,分","content":"<p><html><head></head><body>The next US stock earnings season is not far off. Given macroeconomic headwinds such as high inflation and an economic slowdown, analysts have lowered their third-quarter corporate earnings forecasts, with tech companies like Nvidia and Amazon seeing particularly significant reductions.</p><p>According to Barron's and Credit Suisse data, analysts' estimates for overall earnings per share (EPS) for s&P 500 companies in the third quarter have fallen by 5.5% over the past two months or so. High inflation is eroding consumer demand, company costs are rising faster than consumer prices, putting pressure on profit margins. At the same time, soaring prices have forced the Federal Reserve to rate hike sharply to combat inflation, increasing the possibility of a future economic slowdown or even recession. All of these reasons have led analysts to lower their expectations.</p><p>The pain of reduced profits is particularly severe in the technology industry. The industry's third-quarter earnings expectations have fallen by about 11% in the past few months, with the semiconductor industry expectations falling by about 15%, dragged down by chip manufacturing giant Nvidia.</p><p>Analysts' consensus expectations for Nvidia's EPS have plummeted by 48%. With a market capitalization of over $300 billion, the company's earnings carry enough weight to drag down overall forecasts for the entire semiconductor industry.</p><p>Declining consumer demand is hurting Nvidia. The company stated in late August that a weakening macroeconomic environment had impacted its game chip sales. Nvidia expects sales of approximately $5.9 billion for the current fiscal quarter, $1 billion lower than analysts' expectations. Barron's noted that analysts have lowered their sales expectations to management's guidance level. In the last fiscal quarter ending in July, Nvidia's sales were $6.7 billion. The company's stock price has fallen by more than 55% this year.</p><p>E-commerce is another technology sector facing challenges. Analysts have lowered their profit forecasts for e-commerce by about 37%, partly due to weak consumption.</p><p>Amazon's recent challenges have also damaged earnings expectations for its broader online retail business, with analysts lowering their quarterly profit forecasts by about 43%.</p><p>Goldman Sachs analysts lowered their third-quarter sales forecast for Amazon from $128.5 billion to $127.6 billion, their operating margin forecast from 3.9% to 2.6%, and their EPS forecast from 37 cents to 22 cents. Analysts point out that rising labor costs, freight and energy costs are eroding profit margins. Amazon's stock price has fallen nearly 23% year-to-date.</p><p>Given the uncertainty surrounding the economic environment and the Federal Reserve's policies, the blow to tech stocks may not be over yet.</p><p>Goldman Sachs Managing Director Eric Sheridan told Yahoo Finance at a conference this week, \"Technology stocks are essentially a high-risk investment category. Uncertainty arises when people are unsure about inflation, the macroeconomic environment, or what the Federal Reserve will do. Once risk arises, stocks are sold off.\"</p><p>Sheridan points out that all tech investors remain focused on interest rates and the economic outlook. The Federal Reserve's accelerated rate hike to curb inflation will drive up financing costs for many technology companies that rely on new funding to stimulate growth. At the same time, as interest rates rise faster, the economic slowdown could be faster than expected, putting greater pressure on the valuations of technology stocks, which remain high.</p><p>However, optimists believe that given that many tech stocks have already been hit hard and their share prices have reflected lower earnings expectations, actual results better than the lowered expectations could boost the share price. \"The biggest market asset is that investors have low expectations and are prepared for bad news,\" said Keith Lerner, co-chief investment officer of Truist.</p><p></body></html></p>","source":"wind","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia and Amazon saw their shares cut by more than 40%! Analysts lowered their third-quarter earnings forecasts for US stocks.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia and Amazon saw their shares cut by more than 40%! Analysts lowered their third-quarter earnings forecasts for US stocks.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Wind资讯</strong><span class=\"h-time small\">2022-09-15 20:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The next US stock earnings season is not far off. Given macroeconomic headwinds such as high inflation and an economic slowdown, analysts have lowered their third-quarter corporate earnings forecasts, with tech companies like Nvidia and Amazon seeing particularly significant reductions.</p><p>According to Barron's and Credit Suisse data, analysts' estimates for overall earnings per share (EPS) for s&P 500 companies in the third quarter have fallen by 5.5% over the past two months or so. High inflation is eroding consumer demand, company costs are rising faster than consumer prices, putting pressure on profit margins. At the same time, soaring prices have forced the Federal Reserve to rate hike sharply to combat inflation, increasing the possibility of a future economic slowdown or even recession. All of these reasons have led analysts to lower their expectations.</p><p>The pain of reduced profits is particularly severe in the technology industry. The industry's third-quarter earnings expectations have fallen by about 11% in the past few months, with the semiconductor industry expectations falling by about 15%, dragged down by chip manufacturing giant Nvidia.</p><p>Analysts' consensus expectations for Nvidia's EPS have plummeted by 48%. With a market capitalization of over $300 billion, the company's earnings carry enough weight to drag down overall forecasts for the entire semiconductor industry.</p><p>Declining consumer demand is hurting Nvidia. The company stated in late August that a weakening macroeconomic environment had impacted its game chip sales. Nvidia expects sales of approximately $5.9 billion for the current fiscal quarter, $1 billion lower than analysts' expectations. Barron's noted that analysts have lowered their sales expectations to management's guidance level. In the last fiscal quarter ending in July, Nvidia's sales were $6.7 billion. The company's stock price has fallen by more than 55% this year.</p><p>E-commerce is another technology sector facing challenges. Analysts have lowered their profit forecasts for e-commerce by about 37%, partly due to weak consumption.</p><p>Amazon's recent challenges have also damaged earnings expectations for its broader online retail business, with analysts lowering their quarterly profit forecasts by about 43%.</p><p>Goldman Sachs analysts lowered their third-quarter sales forecast for Amazon from $128.5 billion to $127.6 billion, their operating margin forecast from 3.9% to 2.6%, and their EPS forecast from 37 cents to 22 cents. Analysts point out that rising labor costs, freight and energy costs are eroding profit margins. Amazon's stock price has fallen nearly 23% year-to-date.</p><p>Given the uncertainty surrounding the economic environment and the Federal Reserve's policies, the blow to tech stocks may not be over yet.</p><p>Goldman Sachs Managing Director Eric Sheridan told Yahoo Finance at a conference this week, \"Technology stocks are essentially a high-risk investment category. Uncertainty arises when people are unsure about inflation, the macroeconomic environment, or what the Federal Reserve will do. Once risk arises, stocks are sold off.\"</p><p>Sheridan points out that all tech investors remain focused on interest rates and the economic outlook. The Federal Reserve's accelerated rate hike to curb inflation will drive up financing costs for many technology companies that rely on new funding to stimulate growth. At the same time, as interest rates rise faster, the economic slowdown could be faster than expected, putting greater pressure on the valuations of technology stocks, which remain high.</p><p>However, optimists believe that given that many tech stocks have already been hit hard and their share prices have reflected lower earnings expectations, actual results better than the lowered expectations could boost the share price. \"The biggest market asset is that investors have low expectations and are prepared for bad news,\" said Keith Lerner, co-chief investment officer of Truist.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://t.wind.com.cn/mobwftweb/M/news.html?show=wft&shareCode=c28dc1e9ca8e30081236df34b0f14839&code=E4BA211334E2&newsopenstyle=wind&lan=cn&device=ios&fontsize=normal&related=true&version=22.7.5#/A226D2C867D7E1BC6D441DCACE59CE31\">Wind资讯</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/347452cc99fb488c45ccd900fcf3aa20","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://t.wind.com.cn/mobwftweb/M/news.html?show=wft&shareCode=c28dc1e9ca8e30081236df34b0f14839&code=E4BA211334E2&newsopenstyle=wind&lan=cn&device=ios&fontsize=normal&related=true&version=22.7.5#/A226D2C867D7E1BC6D441DCACE59CE31","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180801556","content_text":"眼下距离下一个美股财报季已经不远。鉴于通胀高企、经济放缓等宏观不利因素,分析师下调了对第三季度企业盈利的预期,像英伟达和亚马逊这样的科技公司调降幅度尤为明显。据Barron's,瑞士信贷的数据显示,分析师对标普500指数成分股公司第三季度总体每股收益(EPS)的预估在过去两个月左右的时间里下降了5.5%。通胀居高不下侵蚀消费者需求,公司成本上涨速度超过消费者价格对利润率造成压力,同时,物价飙升迫使美联储大幅加息以抗击通胀,加大了未来经济放缓甚至陷入衰退的可能性,这些都成为分析师调降预期的理由。利润减少的痛苦在科技行业尤为严重。该行业第三季度的盈利预期在过去几个月里下降了约11%,其中半导体行业的盈利预期下降了约15%,芯片制造巨头英伟达构成拖累。分析师对英伟达EPS的普遍预期大降48%。凭借该公司超过3000亿美元的市值,其盈利的权重足以拖累对整个半导体行业的整体预测。消费者需求下滑正在损害英伟达。该公司在8月底表示,宏观经济环境趋弱对其游戏芯片销售造成影响。英伟达预计当前财季的销售额约为59亿美元,比分析师的预期低10亿美元。Barron's指出,分析师已将销售预期下调至管理层的指导水平。在截至7月的上一个财季,英伟达的销售额为67亿美元。今年以来,该公司股价下跌超过55%。电子商务是另一个遭遇挑战的科技领域。分析师对电商的盈利预期已下降约37%,部分原因是消费疲软。亚马逊最近遇到的挑战也损及了对更广泛的在线零售业务的盈利预期,分析师已将季度利润预测下调约43%。高盛分析师将亚马逊第三季度销售额预期从1285亿美元下调至1276亿美元,并将营业利润率预期从3.9%下调至2.6%,同时,还将EPS预期从37美分下调至22美分。分析师指出,不断上涨的劳动力成本、运费和能源成本正在蚕食利润率。亚马逊股价今年迄今下跌近23%。考虑到经济环境和美联储政策的不确定性,科技股遭受的打击可能尚未结束。高盛董事总经理Eric Sheridan在本周一次会议上对雅虎财经表示:“从本质上讲,科技股是一种高风险的投资类别。当人们不确定通胀率、宏观经济环境如何、美联储会做些什么时,都会产生不确定性。一旦风险出现,股票就被抛售。”Sheridan指出,所有科技投资者的目标仍然集中在利率和经济前景上。美联储加快加息步伐以遏制通胀,会推高许多依靠新资金来刺激增长的科技公司的融资成本。与此同时,随着利率更快上升,经济放缓速度可能快于预期,并给仍处高位的科技股估值带来更大压力。不过,乐观的观点认为,鉴于许多科技股已经受到重创,股价已反映盈利预期的下降,因此,如果实际业绩结果好于调降后的预期,可能会提振股价。Truist联席首席投资官Keith Lerner表示:“最大的市场资产是投资者的预期很低,而且已经为坏消息做好了准备。”","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":6112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052341873,"gmtCreate":1655130477792,"gmtModify":1676535567022,"author":{"id":"3582537454525168","authorId":"3582537454525168","name":"handsome800","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582537454525168","idStr":"3582537454525168"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052341873","repostId":"1139830278","repostType":4,"repost":{"id":"1139830278","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1655129728,"share":"https://ttm.financial/m/news/1139830278?lang=en_US&edition=fundamental","pubTime":"2022-06-13 22:15","market":"other","language":"zh","title":"US anti-epidemic concept stocks fell lower, Novavax Pharmaceuticals fell more than 10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1139830278","media":"老虎资讯综合","summary":"6月13日,美国抗疫概念股多数走低,诺瓦瓦克斯医药跌超10%,Moderna跌近7%,BioNTech SE跌超4%,辉瑞跌近3%。","content":"<p><html><head></head><body>On June 13th, most anti-epidemic concept stocks in the United States fell.<a href=\"https://laohu8.com/S/NVAX\">Novavax Pharma</a>dropped by more than 10%,<a href=\"https://laohu8.com/S/MRNA\">Moderna</a>It fell nearly 7%,<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>It fell by more than 4%,<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>It fell nearly 3%.</p><p><img src=\"https://static.tigerbbs.com/8cc8011169f5f973e7796e674b1b9c7c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US anti-epidemic concept stocks fell lower, Novavax Pharmaceuticals fell more than 10%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS anti-epidemic concept stocks fell lower, Novavax Pharmaceuticals fell more than 10%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-06-13 22:15</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On June 13th, most anti-epidemic concept stocks in the United States fell.<a href=\"https://laohu8.com/S/NVAX\">Novavax Pharma</a>dropped by more than 10%,<a href=\"https://laohu8.com/S/MRNA\">Moderna</a>It fell nearly 7%,<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>It fell by more than 4%,<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>It fell nearly 3%.</p><p><img src=\"https://static.tigerbbs.com/8cc8011169f5f973e7796e674b1b9c7c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5ce7e4c84e3c54b81fbaee9cb1c77ad9","relate_stocks":{"PFE":"辉瑞","MRNA":"Moderna, Inc.","NVAX":"诺瓦瓦克斯医药"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139830278","content_text":"6月13日,美国抗疫概念股多数走低,诺瓦瓦克斯医药跌超10%,Moderna跌近7%,BioNTech SE跌超4%,辉瑞跌近3%。","news_type":1,"symbols_score_info":{"MRNA":0.9,"NVAX":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":4472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089445332,"gmtCreate":1650028065605,"gmtModify":1676534631631,"author":{"id":"3582537454525168","authorId":"3582537454525168","name":"handsome800","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582537454525168","idStr":"3582537454525168"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/03333\">$中国恒大(03333)$</a>???","listText":"<a href=\"https://ttm.financial/S/03333\">$中国恒大(03333)$</a>???","text":"$中国恒大(03333)$???","images":[{"img":"https://community-static.tradeup.com/news/7ea17d7b81de7f7a8a91af79f06c2faf","width":"1440","height":"3530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089445332","isVote":1,"tweetType":1,"viewCount":5914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9089972475,"gmtCreate":1649949029642,"gmtModify":1676534613847,"author":{"id":"3582537454525168","authorId":"3582537454525168","name":"handsome800","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582537454525168","idStr":"3582537454525168"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/DQ\">$大全新能源(DQ)$</a>hhaha","listText":"<a href=\"https://ttm.financial/S/DQ\">$大全新能源(DQ)$</a>hhaha","text":"$大全新能源(DQ)$hhaha","images":[{"img":"https://community-static.tradeup.com/news/a40a0adbf4d72eb46a428562d8297d82","width":"1440","height":"3565"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089972475","isVote":1,"tweetType":1,"viewCount":4721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9031523199,"gmtCreate":1646618137843,"gmtModify":1676534144011,"author":{"id":"3582537454525168","authorId":"3582537454525168","name":"handsome800","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582537454525168","idStr":"3582537454525168"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031523199","repostId":"2217949664","repostType":2,"repost":{"id":"2217949664","kind":"highlight","pubTimestamp":1646610950,"share":"https://ttm.financial/m/news/2217949664?lang=en_US&edition=fundamental","pubTime":"2022-03-07 07:55","market":"hk","language":"zh","title":"Old ginger is still the spiciest! With oil prices soaring, Buffett made a large purchase of oil companies.","url":"https://stock-news.laohu8.com/highlight/detail?id=2217949664","media":"华尔街见闻","summary":"被巴菲特“重拾”的石油股,本周大涨45%。","content":"<p><html><head></head><body>With global oil prices surging, Buffett has regained the oil stocks he sold off two years ago.</p><p>A new filing from the U.S. Securities and Exchange Commission this Friday revealed that Warren Buffett's...<a href=\"https://laohu8.com/S/BRK\">Berkshire</a>Hathaway increased its holdings<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>The company currently holds 113 million shares, valued at $5.3 billion.</p><p>Of the 113 million shares held by Berkshire Hathaway, only more than 29 million are common shares, while the remaining more than 83 million are in the form of warrants with an exercise price of $59.624.<img src=\"https://static.tigerbbs.com/9bd160e1dca73e9d48ef2b7d89e9e95a\" tg-width=\"2712\" tg-height=\"1368\" referrerpolicy=\"no-referrer\"/>Occidental Petroleum rose 18% on Friday and 45% this week, closing at $56.15.<img src=\"https://static.tigerbbs.com/e1a52f55237b86052b29cf203b00024c\" tg-width=\"1301\" tg-height=\"1065\" referrerpolicy=\"no-referrer\"/><b>With the outbreak of the Russia-Ukraine conflict, global oil prices have been rising steadily, currently soaring above $115.</b>Buffett thus recognized this opportunity and made a large purchase of oil company stock.</p><p>Currently, more than 61 million shares in its portfolio were purchased on Wednesday, Thursday, and Friday at prices ranging from $47.07 to $56.45.<b>However, according to Berkshire Hathaway's latest 13F filing, as of December 31, 2021, the company did not hold any shares in Occidental Petroleum.</b></p><p>It is currently unknown when the remaining shares were purchased, as Berkshire Hathaway still owns less than 10% of Occidental Petroleum, and regulators do not require disclosure.</p><p>However, although these warrants were not exercised, they must be counted for the purpose of filing an application with the SEC.<b>Technically, Berkshire Hathaway will hold more than 17% of the shares.</b></p><p>Berkshire Hathaway's warrant came from a $10 billion loan to Occidental Petroleum in 2019 that helped it acquire Anadarko for $38 billion.</p><p>The loan came in the form of Berkshire Hathaway's purchase of preferred shares, requiring Occidental Petroleum to pay 8% Dividend annually. That's $200 million per quarter.</p><p>At the time, Buffett told CNBC that he was betting on a long-term rise in oil prices.</p><p>However, Buffett's bet on oil prices later underperformed in early 2020 due to the outbreak of the COVID-19 pandemic. At the shareholders meeting that year, Buffett said:</p><p>“If you are a shareholder of Occidental Petroleum or any other oil production company, you and I have both made a mistake regarding the direction of oil prices.” To save cash, Occidental Petroleum paid its first and second quarter loans in the form of stock to Berkshire Hathaway, which received 17.3 million and 11.6 million shares of stock respectively.</p><p><b>However, as of June 30 and September 30, 2020, Berkshire Hathaway's 13F filings did not list any Occidental Petroleum shares at all.</b>This indicates that during the oil market crash, the company sold 19 million shares it had purchased, as well as nearly 29 million shares it received as Dividend.</p><p>Now, with oil prices strengthening again, the names of oil companies have appeared in Buffett's portfolio.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Old ginger is still the spiciest! With oil prices soaring, Buffett made a large purchase of oil companies.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOld ginger is still the spiciest! With oil prices soaring, Buffett made a large purchase of oil companies.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-03-07 07:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>With global oil prices surging, Buffett has regained the oil stocks he sold off two years ago.</p><p>A new filing from the U.S. Securities and Exchange Commission this Friday revealed that Warren Buffett's...<a href=\"https://laohu8.com/S/BRK\">Berkshire</a>Hathaway increased its holdings<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>The company currently holds 113 million shares, valued at $5.3 billion.</p><p>Of the 113 million shares held by Berkshire Hathaway, only more than 29 million are common shares, while the remaining more than 83 million are in the form of warrants with an exercise price of $59.624.<img src=\"https://static.tigerbbs.com/9bd160e1dca73e9d48ef2b7d89e9e95a\" tg-width=\"2712\" tg-height=\"1368\" referrerpolicy=\"no-referrer\"/>Occidental Petroleum rose 18% on Friday and 45% this week, closing at $56.15.<img src=\"https://static.tigerbbs.com/e1a52f55237b86052b29cf203b00024c\" tg-width=\"1301\" tg-height=\"1065\" referrerpolicy=\"no-referrer\"/><b>With the outbreak of the Russia-Ukraine conflict, global oil prices have been rising steadily, currently soaring above $115.</b>Buffett thus recognized this opportunity and made a large purchase of oil company stock.</p><p>Currently, more than 61 million shares in its portfolio were purchased on Wednesday, Thursday, and Friday at prices ranging from $47.07 to $56.45.<b>However, according to Berkshire Hathaway's latest 13F filing, as of December 31, 2021, the company did not hold any shares in Occidental Petroleum.</b></p><p>It is currently unknown when the remaining shares were purchased, as Berkshire Hathaway still owns less than 10% of Occidental Petroleum, and regulators do not require disclosure.</p><p>However, although these warrants were not exercised, they must be counted for the purpose of filing an application with the SEC.<b>Technically, Berkshire Hathaway will hold more than 17% of the shares.</b></p><p>Berkshire Hathaway's warrant came from a $10 billion loan to Occidental Petroleum in 2019 that helped it acquire Anadarko for $38 billion.</p><p>The loan came in the form of Berkshire Hathaway's purchase of preferred shares, requiring Occidental Petroleum to pay 8% Dividend annually. That's $200 million per quarter.</p><p>At the time, Buffett told CNBC that he was betting on a long-term rise in oil prices.</p><p>However, Buffett's bet on oil prices later underperformed in early 2020 due to the outbreak of the COVID-19 pandemic. At the shareholders meeting that year, Buffett said:</p><p>“If you are a shareholder of Occidental Petroleum or any other oil production company, you and I have both made a mistake regarding the direction of oil prices.” To save cash, Occidental Petroleum paid its first and second quarter loans in the form of stock to Berkshire Hathaway, which received 17.3 million and 11.6 million shares of stock respectively.</p><p><b>However, as of June 30 and September 30, 2020, Berkshire Hathaway's 13F filings did not list any Occidental Petroleum shares at all.</b>This indicates that during the oil market crash, the company sold 19 million shares it had purchased, as well as nearly 29 million shares it received as Dividend.</p><p>Now, with oil prices strengthening again, the names of oil companies have appeared in Buffett's portfolio.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3653483\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4534":"瑞士信贷持仓","BRK.A":"伯克希尔","BK4176":"多领域控股","BK4550":"红杉资本持仓","BRK.B":"伯克希尔B"},"source_url":"https://wallstreetcn.com/articles/3653483","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2217949664","content_text":"全球油价大涨,巴菲特又重拾了两年前清仓的石油股。本周五,美国证券交易委员会的一份新文件显示,巴菲特旗下的伯克希尔哈撒韦公司增持了西方石油公司股份,目前持有股份达到1.13亿股,价值53亿美元。在伯克希尔哈撒韦持有的1.13亿股中,仅有2900多万股为普通股,剩余8300多万股以认股权证形式存在,执行价格为59.624美元。本周五,西方石油公司上涨18%,本周上涨45%,收盘价为56.15美元。随着俄乌争端的爆发,全球油价一路走高,目前已飙升至115美元以上,巴菲特也因此觉察这个机会,大举买入石油公司股票。目前其投资组合中超过6100万股股票是在周三,周四和周五购买的,价格从47.07美元到56.45美元不等。但根据伯克希尔哈撒韦最新的13F文件,截至2021年12月31日,该公司没有持有西方石油公司的股票。目前尚不知晓剩余的股票是在何时买入,因为伯克希尔哈撒韦持有西方石油公司的所有权尚不满10%,监管不要求披露。不过,尽管这些认股权证没有被行使,但出于向证交会提交申请的目的,这些认股权证必须被计算在内,从技术上讲,伯克希尔哈撒韦持有的股份将超过17%。伯克希尔哈撒韦获得的这些权证来自于2019年向西方石油公司提供的100亿美元贷款,帮助其以380亿美元收购阿纳达科公司。这笔贷款以伯克希尔哈撒韦购买优先股的形式发放,要求西方石油公司每年支付8%的股息。也就是每个季度2亿美元。当时巴菲特对CNBC表示,他是在押注油价将长期上涨。不过后来,巴菲特押注的油价在2020年初因新冠疫情爆发而表现不佳。在那年的股东大会上,巴菲特说:“如果你是西方石油股东或任何一家石油生产公司的股东,在油价走向方面你和我都犯了一个错误。”为了节省现金,西方石油公司以股票的形式向伯克希尔哈撒韦支付了第一和第二季度的贷款,后者分别获得了1730万股和1160万股股票。但截至2020年6月30日和9月30日,伯克希尔哈撒韦的13F文件中根本没有列出任何西方石油公司的股票,这表明,在石油市场的暴跌中,该公司出售了所购买的1900万股股票,以及作为股息收到的近2900万股股票。而现在,随着油价再次走强,巴菲特的投资组合中又出现了石油公司的名字。","news_type":1,"symbols_score_info":{"BRK.B":1,"BRK.A":1}},"isVote":1,"tweetType":1,"viewCount":6038,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}